Is there any way to back up free CRM?

[danielrosehill]

Is there any native functionality for backing up the CRM? I'm on the free tier.

By 'backup' I mean that I would like to periodically export all leads that I have stored in the CRM.

[karstenkoehler · Accepted solution]

Hi @danielrosehill,

Yes, you can export contacts, companies, deals and ticket records, here's how: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets

If you're looking for a more automated option, I recommend checking out HubSpot's integration with Zapier which would allow you to create new spreadsheet rows for new contacts, for example.

Hope this helps!

[johnelmer · Accepted solution]

@danielrosehill I suggest trying Ultimate Data Export for HubSpot in the HubSpot App Marketplace. It's the most comprehensive export tool available and saves your CRM data as an Excel file. Best of all, it's free! 

[karstenkoehler · Accepted solution]

Hi @danielrosehill,

Yes, you can export contacts, companies, deals and ticket records, here's how: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets

If you're looking for a more automated option, I recommend checking out HubSpot's integration with Zapier which would allow you to create new spreadsheet rows for new contacts, for example.

Hope this helps!